A Position Overview
Position Title : Bancassurance Officer Department HDFC Bank -Branch Banking
Level / Band : Executive
Role Summary : Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations
B Organizational Relationships : Reports To Territory Sales Manager
C Job Dimensions
Geographic Area Covered : Branches
Internal Stakeholders : Training,Branch Operations,Distribution Operations
External : Channel Partner
D Key Result Areas
Organization Process Key Contributions
Drive wallet Share in the allocated bank branches with focus product mix.
Build relationship with the Bank Sales / operations team to achieve pre-set business targets on ANP, Productivity, Case count, Active branch, Active sales staff and various KPIs for designated branches.
Capability of Self Lead Generation.
Working jointly with the Branch Manager / Branch LGs on Business plans
Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
Prospect and meet customers within and outside the Branch as when required
To achieve branch RM Activation & Income targets
Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner.
Provide all possible support to the channel partner as a face of parent company.
Effectively execute all Marketing activities as per Partner's requirement.
Ensuring timely issuance of policies with resolving all pending etc. Tata AIA Life Insurance Co. Ltd
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
To maintain the desired persistency ratio.
Prompt post-sales service with respect to all domains.
Ensure compliance to internal sales process & other compliance standards
Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
Adhering to the Training Road map.
Providing timely reports to the Supervisor as per the requirement.
Adhering to the TALIC code of conduct.
Understanding of Prospecting and Sales
Customer Service - Problem Solving skills
Peer level co-ordination and influencing skills (Psychometric Test suggested)
Behavioral - Essential :
Relationship Building skills
Decision making skills
Language Skills Local language, Hindi English
Creative thinking skills
Supervising / Leadership skills
F Incumbent Characteristics
Qualification : Graduate
Experience : Min.6 months to 1 year in Sales (Insurance / Financial Service Background)
Age : 30 years or below